Cornerstone Planning Group LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$641.3M
Holdings
1,709
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,709 positions)
| Stock | Value |
|---|---|
WPMWHEATON PRECIOUS METALS CORP COM | $10K |
MAINMAIN STR CAP CORP COM | $10K |
WHWYNDHAM HOTELS & RESORTS INC COM | $10K |
URIUNITED RENTALS INC COM | $9K |
NRANRG ENERGY INC COM NEW | $9K |
AIZASSURANT INC COM | $9K |
TXTTEXTRON INC COM | $9K |
FRFIRST INDL RLTY TR INC COM | $9K |
TPBTURNING PT BRANDS INC COM | $9K |
XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $9K |
UMHUMH PPTYS INC COM | $9K |
RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR | $9K |
WINAWINMARK CORP COM | $9K |
STRLSTERLING INFRASTRUCTURE INC COM | $9K |
NXRTNEXPOINT RESIDENTIAL TR INC COM | $9K |
ULTAULTA BEAUTY INC COM | $9K |
STTSTATE STR CORP COM | $9K |
FLUTFLUTTER ENTMT PLC SHS | $9K |
ALBALBEMARLE CORP COM | $9K |
DXYZDESTINY TECH100 INC COM SHS | $9K |
AWMSKYWORKS SOLUTIONS INC COM | $9K |
MASMASCO CORP COM | $9K |
ROKROCKWELL AUTOMATION INC COM | $9K |
MPCMARATHON PETE CORP COM | $9K |
SFSTIFEL FINL CORP COM | $9K |
SNYSANOFI SA SPONSORED ADR | $9K |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $9K |
ALSALLSTATE CORP COM | $9K |
MNDYMONDAY COM LTD SHS | $9K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $8K |
AERAERCAP HOLDINGS NV SHS | $8K |
JETSU.S. GLOBAL JETS ETF | $8K |
KHCKRAFT HEINZ CO COM | $8K |
CHPSXTRACKERS SEMICONDUCTOR SELECT EQUITY ETF | $8K |
BXPBXP INC COM | $8K |
ALGALAMO GROUP INC COM | $8K |
FMXFOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $8K |
SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $8K |
OMCOMNICOM GROUP INC COM | $8K |
VODVODAFONE GROUP PLC SPONSORED ADR | $8K |
GKDGRAND CANYON ED INC COM | $8K |
ENQENTEGRIS INC COM | $8K |
LENLENNAR CORP CL A | $8K |
COOCOOPER COS INC COM | $8K |
SBACSBA COMMUNICATIONS CORP CL A | $8K |
CHDCHURCH & DWIGHT CO INC COM | $8K |
SNDKSANDISK CORP COM | $8K |
EMNEASTMAN CHEM CO COM | $7K |
RNRRENAISSANCERE HLDGS LTD COM | $7K |
GATXGATX CORP COM | $7K |
NFRAFLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $7K |
CAHCARDINAL HEALTH INC COM | $7K |
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $7K |
WSMWILLIAMS SONOMA INC COM | $7K |
VONVVANGUARD RUSSELL 1000 VALUE ETF | $7K |
JHGJANUS HENDERSON GROUP PLC ORD SHS | $7K |
OXYOCCIDENTAL PETE CORP COM | $7K |
EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $7K |
ITGARTNER INC COM | $7K |
RLRALPH LAUREN CORP CL A | $7K |
RMERESMED INC COM | $7K |
XHBSTATE STREET SPDR S&P HOMEBUILDERS ETF | $7K |
GMABGENMAB A/S SPONSORED ADS | $7K |
MKSIMKS INC. COM | $7K |
WOPWOODSIDE ENERGY GROUP LTD SPONSORED ADR | $7K |
GRMNGARMIN LTD SHS | $7K |
MRVLMARVELL TECHNOLOGY INC COM | $7K |
VENVENTAS INC COM | $7K |
RINGISHARES MSCI GLOBAL GOLD MINERS ETF | $7K |
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $7K |
BIIBBIOGEN INC COM | $7K |
NTRANATERA INC COM | $7K |
CARRCARRIER GLOBAL CORPORATION COM | $7K |
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | $7K |
APTVAPTIV PLC COM SHS | $7K |
IRMIRON MTN INC DEL COM | $7K |
YORWYORK WTR CO COM | $7K |
PCARPACCAR INC COM | $7K |
CPACOPA HOLDINGS SA CL A | $7K |
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $7K |
DPZDOMINOS PIZZA INC COM | $7K |
HSTMHEALTHSTREAM INC COM | $7K |
BBEUJPMORGAN BETABUILDERS EUROPE ETF | $7K |
CHKPCHECK POINT SOFTWARE TECH LTD ORD | $6K |
GPCGENUINE PARTS CO COM | $6K |
EQTEQT CORP COM | $6K |
TFLOISHARES TREASURY FLOATING RATE BOND ETF | $6K |
SCHZSCHWAB US AGGREGATE BOND ETF | $6K |
AXONAXON ENTERPRISE INC COM | $6K |
HMCHONDA MOTOR LTD ADR ECH CNV IN 3 | $6K |
ZVRAZEVRA THERAPEUTICS INC COM NEW | $6K |
RGLDROYAL GOLD INC COM | $6K |
DTEDTE ENERGY CO COM | $6K |
BTCGRAYSCALE BITCOIN MINI TRUST ETF | $6K |
WABWABTEC COM | $6K |
NDSNNORDSON CORP COM | $6K |
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF | $6K |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $6K |
FTSFORTIS INC COM | $6K |
KRKROGER CO COM | $6K |